Microsoft Corp
MSFT- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0000789019
In the last 90 days, Microsoft Corp insiders filed 0 open-market purchases and 4 sales; 6,249 institutions reported holding it in 13F filings for Q2 2026, worth $2.05T in total; 16 superinvestors hold it, including Pershing Square and Coatue Management.
13F holders, Q2 2026
Institutional positions in Microsoft Corp as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
Q3 2026 data is still coming in: 29 institutions have reported holding MSFT so far. See Q3 2026
- Institutional holders
- 6,249
- +95 vs. Q1 2026
- Shares held
- 5.49B
- +139.8M (+2.6%) vs. Q1 2026
- Total value
- $2.05T
- +$67.9B (+3.4%) vs. Q1 2026
- New holders
- 229
- 3,211 more added
- Sold out
- 134
- 2,446 more reduced
84 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MSFT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,866 | $2.76T |
| Q2 2025 | 5,829 | $2.67T |
| Q1 2025 | 5,777 | $2.01T |
| Q4 2024 | 5,877 | $2.26T |
| Q3 2024 | 5,302 | $2.27T |
| Q2 2024 | 5,270 | $2.37T |
| Q1 2024 | 5,241 | $2.23T |
| Q4 2023 | 5,217 | $1.99T |
| Q3 2023 | 4,862 | $1.66T |
| Q2 2023 | 4,816 | $1.79T |
| Q1 2023 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $1.77T |
| Q3 2021 | 4,035 | $1.49T |
| Q2 2021 | 3,989 | $1.43T |
| Q1 2021 | 4,005 | $1.26T |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Werlinich Asset Management, LLC | 14,630 | $5.46M | 2.09% | +45+0.3% | Added |
| McAlister, Sweet & Associates, Inc. | 14,632 | $5.46M | 2.92% | −36−0.2% | Reduced |
| Somerset Group LLC | 14,182 | $5.46M | 3.83% | +141+1.0% | Added |
| J. Derek Lewis & Associates Inc. | 14,689 | $5.48M | 1.04% | −1,045−6.6% | Reduced |
| Stanley Capital Management, LLC | 14,695 | $5.48M | 0.73% | 00.0% | Unchanged |
| Steamboat Capital Partners, LLC | 14,721 | $5.49M | 1.17% | −187−1.3% | Reduced |
| Steele Capital Management, Inc. | 14,721 | $5.49M | 0.20% | +1,114+8.2% | Added |
| Wealthquest Corp | 14,724 | $5.49M | 0.35% | +1,683+12.9% | Added |
| Pitcairn Wealth Advisors LLC | 14,738 | $5.50M | 0.60% | −3,479−19.1% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 14,770 | $5.51M | 2.02% | +132+0.9% | Added |
| Juno Financial Group LLC | 14,775 | $5.51M | 1.95% | +756+5.4% | Added |
| English Capital Management LLC | 9,795 | $5.52M | 2.69% | −2,369−19.5% | Reduced |
| Investors Asset Management of Georgia Inc | 14,800 | $5.52M | 1.92% | −45−0.3% | Reduced |
| BridgePort Financial Solutions, LLC | 14,812 | $5.53M | 1.41% | +1,720+13.1% | Added |
| Roehl & Yi Investment Advisors, LLC | 65,373 | $5.53M | 1.82% | +274+0.4% | Added |
| Capital Advantage, Inc. | 14,843 | $5.54M | 0.68% | −1,357−8.4% | Reduced |
| Lewis Asset Management, LLC | 14,864 | $5.54M | 1.94% | +446+3.1% | Added |
| Trueblood Wealth Management, LLC | 14,875 | $5.55M | 1.94% | +378+2.6% | Added |
| SkyOak Wealth, LLC | 14,876 | $5.55M | 0.91% | −1,329−8.2% | Reduced |
| Eaton Financial Holdings Company, LLC | 14,889 | $5.55M | 1.53% | +2,452+19.7% | Added |
| Atticus Wealth Management, LLC | 14,907 | $5.56M | 1.32% | +67+0.5% | Added |
| Mirabaud Asset Management Ltd | 15,089 | $5.56M | 4.63% | −7,129−32.1% | Reduced |
| Kera Capital Partners, Inc. | 14,923 | $5.57M | 0.54% | +1,914+14.7% | Added |
| South Plains Financial, Inc. | 14,926 | $5.57M | 2.99% | −25−0.2% | Reduced |
| Aspire Private Capital, LLC | 14,932 | $5.57M | 1.15% | +642+4.5% | Added |
| Ashford Capital Management Inc | 14,935 | $5.57M | 0.60% | 00.0% | Unchanged |
| Silphium Asset Management Ltd | 14,955 | $5.58M | 1.88% | +800+5.7% | Added |
| Payne Capital LLC | 14,541 | $5.58M | 4.65% | −567−3.8% | Reduced |
| Jackson Thornton Asset Management, LLC | 14,964 | $5.58M | 0.44% | +3,764+33.6% | Added |
| Agp Franklin, LLC | 14,970 | $5.58M | 2.42% | +500+3.5% | Added |
| Global Assets Advisory, LLC | 14,395 | $5.58M | 1.22% | +1,613+12.6% | Added |
| Wellington Grp LLC | 14,973 | $5.59M | 1.48% | +2,934+24.4% | Added |
| Madden Securities Corp | 14,992 | $5.59M | 1.55% | −936−5.9% | Reduced |
| Hollencrest Capital Management | 14,992 | $5.59M | 0.37% | −131,658−89.8% | Reduced |
| Affinity Capital Advisors, LLC | 14,462 | $5.59M | 0.69% | −539−3.6% | Reduced |
| Clearwater Capital Advisors, LLC | 14,999 | $5.59M | 0.41% | +679+4.7% | Added |
| Morgens Waterfall Vintiadis & Co Inc | 15,000 | $5.60M | 4.27% | +4,400+41.5% | Added |
| Bay Rivers Group | 15,003 | $5.60M | 1.91% | −43−0.3% | Reduced |
| ELCO Management Co., LLC | 15,003 | $5.60M | 2.41% | +538+3.7% | Added |
| First United Bank Trust | 15,015 | $5.60M | 1.61% | +380+2.6% | Added |
| Sheets Smith Wealth Management | 15,023 | $5.60M | 0.56% | +62+0.4% | Added |
| Wasatch Advisors Inc | 15,027 | $5.61M | 0.04% | +15,027 | New |
| Swiss Re Ltd | 15,033 | $5.61M | 0.51% | +13,428+836.6% | Added |
| Guardian Asset Advisors, LLC | 15,019 | $5.61M | 2.59% | +2,144+16.7% | Added |
| Vickerman Investment Advisors, Inc. | 15,050 | $5.61M | 1.09% | +971+6.9% | Added |
| Clarus Group, Inc. | 15,125 | $5.64M | 1.91% | −54−0.4% | Reduced |
| Ridgecrest Wealth Partners, LLC | 15,127 | $5.64M | 2.72% | +10+0.1% | Added |
| North Dallas Bank & Trust Co | 15,131 | $5.64M | 3.35% | +249+1.7% | Added |
| Consolidated Planning Corp | 15,147 | $5.65M | 0.76% | −140−0.9% | Reduced |
| WNY Asset Management, LLC | 15,148 | $5.65M | 0.51% | −269−1.7% | Reduced |
| BSW Wealth Partners | 15,173 | $5.66M | 0.63% | −430−2.8% | Reduced |
| RFP Financial Group LLC | 15,182 | $5.66M | 2.54% | +196+1.3% | Added |
| Prospect Capital Advisors, LLC | 15,190 | $5.67M | 2.57% | +470+3.2% | Added |
| American State Bank (Iowa) | 15,196 | $5.67M | 2.30% | +893+6.2% | Added |
| Oak Harvest Investment Services | 15,197 | $5.67M | 0.53% | +538+3.7% | Added |
| Viawealth, LLC | 15,216 | $5.68M | 2.86% | +68+0.4% | Added |
| U S Wealth Group, LLC. | 15,220 | $5.68M | 3.40% | +4,292+39.3% | Added |
| WD Rutherford LLC | 15,230 | $5.68M | 2.06% | −377−2.4% | Reduced |
| KTF Investments, LLC | 15,236 | $5.68M | 0.57% | −1,956−11.4% | Reduced |
| Runnymede Capital Advisors, Inc. | 15,253 | $5.69M | 3.39% | −13−0.1% | Reduced |
| UMA Financial Services, Inc. | 15,262 | $5.69M | 0.68% | −584−3.7% | Reduced |
| Purus Wealth Management, LLC | 15,273 | $5.70M | 1.57% | +310+2.1% | Added |
| Essex LLC | 15,283 | $5.70M | 0.87% | +2,183+16.7% | Added |
| Prasad Wealth Partners, LLC | 15,298 | $5.71M | 1.37% | +478+3.2% | Added |
| McMahon Financial Advisors, LLC | 15,300 | $5.71M | 0.97% | +2,019+15.2% | Added |
| GenTrust, LLC | 15,314 | $5.71M | 0.22% | −4,196−21.5% | Reduced |
| Summit Wealth Group LLC | 15,314 | $5.71M | 0.47% | +894+6.2% | Added |
| G&S Capital LLC | 15,319 | $5.71M | 1.66% | +8,393+121.2% | Added |
| Altus Wealth Group LLC | 15,321 | $5.72M | 2.07% | +741+5.1% | Added |
| Delos Wealth Advisors, LLC | 15,337 | $5.72M | 2.94% | +701+4.8% | Added |
| Cloud Capital Management, LLC | 15,337 | $5.72M | 2.09% | −6,453−29.6% | Reduced |
| WealthPLAN Partners, LLC | 15,340 | $5.72M | 1.09% | +1,305+9.3% | Added |
| Beacon Financial Advisory LLC | 15,344 | $5.72M | 1.13% | +643+4.4% | Added |
| Vienna Asset Management LLC | 15,353 | $5.73M | 4.07% | +5,280+52.4% | Added |
| BDF-Gestion | 131,497 | $5.73M | 1.71% | −19,315−12.8% | Reduced |
| DAGCO, Inc. | 15,361 | $5.73M | 1.06% | +1,973+14.7% | Added |
| CFS Investment Advisory Services, LLC | 14,685 | $5.73M | 0.38% | +749+5.4% | Added |
| Foster Group, Inc. | 15,379 | $5.74M | 0.15% | +142+0.9% | Added |
| Madison Park Capital Advisors, LLC | 38,705 | $5.74M | 4.10% | +23,460+153.9% | Added |
| Variant Private Wealth, LLC | 15,389 | $5.74M | 6.46% | +31+0.2% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 15,390 | $5.74M | 1.10% | −16−0.1% | Reduced |
| Summit Wealth Partners, LLC | 15,413 | $5.75M | 0.82% | +1,233+8.7% | Added |
| Sage Rhino Capital LLC | 15,414 | $5.75M | 0.95% | +83+0.5% | Added |
| Cornerstone Planning, LLC | 15,405 | $5.75M | 1.33% | +828+5.7% | Added |
| Red Lighthouse Investment Management, LLC | 15,420 | $5.75M | 1.71% | +173+1.1% | Added |
| Ebert Capital Management Inc. | 15,425 | $5.75M | 5.40% | +304+2.0% | Added |
| Argent Advisors, Inc. | 15,439 | $5.76M | 1.44% | +223+1.5% | Added |
| Twin Peaks Wealth Advisors, LLC | 15,468 | $5.77M | 1.31% | +952+6.6% | Added |
| JSF Financial, LLC | 15,472 | $5.77M | 0.93% | −228−1.5% | Reduced |
| Alesco Advisors LLC | 15,476 | $5.77M | 0.13% | −4,783−23.6% | Reduced |
| RiverPark Advisors, LLC | 15,481 | $5.77M | 2.64% | −42−0.3% | Reduced |
| Hunter Perkins Capital Management, LLC | 15,515 | $5.79M | 1.30% | +7,024+82.7% | Added |
| Edgestream Partners, L.P. | 15,522 | $5.79M | 0.17% | −21,606−58.2% | Reduced |
| Private Wealth Advisors | 15,527 | $5.79M | 1.73% | +14,789+2,003.9% | Added |
| First Heartland Consultants, Inc. | 15,527 | $5.79M | 0.38% | +524+3.5% | Added |
| Summit Financial Wealth Advisors, LLC | 15,528 | $5.79M | 0.74% | +1,224+8.6% | Added |
| SC&H Financial Advisors, Inc. | 15,538 | $5.80M | 0.77% | −142−0.9% | Reduced |
| Home Federal Bank of Tennessee | 15,557 | $5.80M | 1.25% | +594+4.0% | Added |
| Granite Group Advisors, LLC | 15,558 | $5.80M | 3.44% | +32+0.2% | Added |
| Jacobsen Capital Management | 15,561 | $5.80M | 1.70% | +471+3.1% | Added |